In This Section:

Purpose Statement

About Julie Stoney

About Robert Wilson

About Gary Smith


 
 

 

 

6501 E. Greenway Parkway, #103-583, Scottsdale, AZ 85254
About Julie Stoney
About Robert Wilson

Julie Stoney

Julie Stoney  

With almost 14 years of leadership experience in the financial services industry and 16 years in sales and sales management within the communications industry, Julie Stoney brings significant business acumen to the table.  Most recently, she successively served as a Senior Vice President for two Arizona community banking operations where she managed various business lines and also headed the Treasury (Cash) Management division.  As a senior team member, Julie was responsible for working on Bank Initiatives, Budgeting, Marketing, Bank Strategies and Special Projects.  Julie oversaw selected specialty markets banking focusing on Title Companies, Real Estate Agencies and Nonprofits. She provided leadership and day-to-day management for the Treasury Management (TM) Department where she developed significant new product and substantially upgraded product functionality.  In her last position, TM sales grew by 300% from prior year.  She was responsible for significant new, strategic product developments that enhanced the bank’s competitive position in the market place while bringing state-of-the-art services to their clients.

Prior to moving to the community banking environment, Julie worked for Wells Fargo Bank for 10 years where she served as Vice President and Manager of the Title and Real Estate Agency divisions for Wells Fargo Bank, Arizona.  In this role she worked on the strategic direction and creation of specialty business lines within Wells Fargo Bank for 22 states.  In 2005, her title business gained number one market share in Arizona. She was also responsible for leading the Business Banking group across 22 states from a $400 million business to a $2.4 billion business in less than 5 years.
 
Previous to entering the banking industry, she served as a district sales manager at U.S. West Communications for fifteen years where she developed sales strategies, forecasted and implemented sales goals and managed the staffing, training and performance evaluations necessary to support a large sales force.  Throughout the years Julie has been involved with various Nonprofit Organizations including:

  • the Salvation Army
  • U-Mom and The March of Dimes
  • Valley of the Sun YMCA
  • Scottsdale Prevention Institute  
  • The New Foundation  
  • Women of Scottsdale   
  • Arizona Land Title Association